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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $373,229 | $88,672+320.9% | $105,223+254.7% | $82,448+352.7% |
| Participation rate | 96.8% | 67.9%+28.8pp | 75.0%+21.7pp | 68.1%+28.7pp |
| Annual return | 13.07% | 30.86%-17.8pp | 180.65%-167.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $5,185 | $3,048+70.1% | $3,689+40.6% | $2,551+103.3% |
| Participant deferral / active EE | $5,544 | $4,036+37.4% | $5,072+9.3% | $4,139+33.9% |
| Admin fee / account holder | $131 | $7,146-98.2% | $8,859-98.5% | $7,234-98.2% |